MacroGuru @macroguru9
The New Age Chanos. Short everything. CIO at Family Office. Wharton. MS. DB. Citi. EM specialist with a focus on GBPeso Joined July 2010-
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MacroGuru retweeted
“I have totally defeated you and also transferred $300 billion dollars into your bank account”
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>renames it to the Department of War >names himself the Secretary of War >fights one war >loses
MacroGuru retweeted
Token prices have erased almost the entire agentic bounce
MacroGuru retweeted
Long way to go until the open tomorrow, but if QQQ is still above 729.74 at the bell, it will have gapped up +1% after closing down -1% the day before. All 5 times QQQ has done that since Oct 2025, it faded during regular hours that day, on median by -0.4% open to close.
MacroGuru retweeted
*Trump Says `We Run Out of Reserves in About Four Weeks' we know, but maybe not the smartest thing to admit
MacroGuru retweeted
BREAKING: Iran's Parliament Speaker Ghalibaf declared Iran has "sovereign rights in the Strait" of Hormuz, "will charge fees for services provided," and the strait "will never return to pre-war conditions under any circumstances," confirming Iran's permanent control following the just-signed MOU, per Tasnim.
MacroGuru retweeted
Now that is a brutal paragraph
Trump champions accord with Iran, sweeping aside concerns over enrichment of uranium, ballistic missles and frozen assets that had bedeviled American presidents for decades and were cited as justification for the war bloomberg.com/news/articles/…
MacroGuru retweeted
Warsh came out like a hawk yet gave the press corps absolutely nothing. Noteworthy that twice he mentioned that in the housing market, monetary policy looks restrictive, but he couldn't say the same for financial markets.
Trump steamrolled by Iran.
BREAKING: IRAN RELEASES FULL TEXT OF INTERIM U.S.-IRAN AGREEMENT • IRAN AND THE U.S. AGREE NOT TO INTERFERE IN EACH OTHER'S INTERNAL AFFAIRS • BOTH SIDES COMMIT TO REACHING A FINAL AGREEMENT WITHIN 60 DAYS, WITH TALKS SUBJECT TO EXTENSION • IRAN REAFFIRMS IT WILL NOT
Orange clown speaking and no one cares. What a great day.....
About time....
LFG.... Traders Now Fully Pricing In Fed Rate Hike By October
Warsh was significantly better that too late Powell in that presser. I was pleasantly surprised.
100%
Stocks are waiting for Gundlach to go on CNBC and tell everyone this was hawkish
Warsh using the statement for cover when he has to be hawkish. This is the same as Trump saying 'on Pakistans request' the bombing of Iran has been halted 😂😂😂
How long before we see a 'Too Slow/ Too Late Warsh' tweet from Trump 😂😂😂😂
Committee will deliver price stability, no mention of full employment..... As hawkish as it gets.....
Very hawkish dot plot. Nine out of 18 officials have at least one hike this year (and six of those 9 have *multiple hikes*). Only one person has a cut this year, and one participant (presumably Warsh) didn't submit an SEP The statement gets a complete writethru from top to
MacroGuru retweeted
Very hawkish dot plot. Nine out of 18 officials have at least one hike this year (and six of those 9 have *multiple hikes*). Only one person has a cut this year, and one participant (presumably Warsh) didn't submit an SEP The statement gets a complete writethru from top to bottom, much shorter
MacroGuru retweeted
6 dots at 2 or more hikes.
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